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Connect Cliniko and Robyn can read your patients and your diary. From then on she can find real times, book, move and cancel within your rules, and work out who’s due back.

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Before you start

  • In Routiq, you need to be an owner or admin of your clinic. Only they can open the Integrations page.
  • In Cliniko, sign in as the owner or an admin. Cliniko says “The API key will have the same permissions as the user it belongs to”, so a key made by an admin can see everything Robyn needs.
  • Check online bookings in Cliniko. Robyn only offers and books appointment types that are shown in Cliniko’s online bookings, and she keeps to their online-booking lead times. She doesn’t book group appointment types.

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Make an API key in Cliniko

These steps follow Cliniko’s own guide, Generate a Cliniko API key.
1

Open My info

In Cliniko, click My info, under your name at the bottom left.
2

Allow API keys (first time only)

In the API keys section, set the switch that lets you create and use API keys to Yes. Press Update user, then confirm it’s you with your password or passkey.
3

Add a key for Routiq

Press Manage API keys, then Add an API Key. Name it “Routiq” so you know what it’s for later, and press Create API Key.
4

Copy it now

Copy the key before you press Done. Cliniko only shows it once.

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Connect it in Routiq

1

Open Cliniko in Integrations

In Routiq, open Integrations in the sidebar, then Cliniko.
2

Paste the key

Paste it into Your Cliniko API key, where it says “Paste it here”.
3

Press Connect Cliniko

Routiq checks the key with Cliniko before it saves it. In the app’s words, it’s “stored sealed — nobody here can read it back.” You’ll see “Cliniko connected. The first import is queued.”
You don’t need to pick a Cliniko region. Routiq works it out from the key. If Cliniko refuses the key, Routiq shows the reason, with Cliniko’s own words underneath. The key isn’t kept when that happens, so paste it again to retry.

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Watch Robyn read your patients

A green banner says “Robyn is importing your patients from Cliniko now.” The first import usually takes a minute or two, and the page updates itself. Under What Robyn has read, each row shows how much came through and when: patients, appointments, practitioners, locations and appointment types. “Each of these is read on its own, so one refusing does not stop the rest.” The Import log below it lists every pass Robyn has made, newest first. When she’s finished, you’ll see “Robyn has read your patients from Cliniko.” Press See who’s due back to go to Home, where the patients who are due back are already counted.

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After you connect

  • Robyn keeps up on her own. “Robyn checks it for changes every fifteen minutes on her own.” To check sooner, press Check for changes on the Cliniko page. Patients deleted in Cliniko stop being texted after Robyn’s regular check for removals.
  • Your timezone. Robyn uses the timezone in Cliniko’s account settings to read availability. Most Australian clinics can leave it as it is. To change it, use Booking timezone on the Cliniko page.
  • Prices. The price of each visit comes from Cliniko. You can type over a price in Settings, then Appointment types. Your price wins.
  • What Robyn writes back. Only appointments: she books, moves and cancels. She never creates or changes patient records. When she cancels, Cliniko shows the note “Cancelled at the patient’s request.”

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If something goes wrong

The Cliniko page tells you what happened. These are the most common:

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Change the key or disconnect

There’s no separate “update key” step. To use a new key, disconnect, then connect again with the new one. On the Cliniko page, press Disconnect, then confirm. Robyn stops checking, and the key you pasted is destroyed. Reconnecting asks for it again. Nothing already imported is deleted. Press Keep it if you change your mind. To stop the key working on Cliniko’s side too, archive it in Cliniko under Manage API keys.

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Next

See who's due back

What Robyn found in your appointment book.

Booking by text

What Robyn may book, move and cancel.
Routiq can use your Cliniko online-booking page as the link in texts. Check Settings → Your clinic → Online booking link. Archived appointment types are imported switched off and are not offered. The connection film is also available beside the API-key box in the app.